Shira Ridge Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History

Shira Ridge Wealth Management’s Portfolio TFLO Stock Details TFLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,634	Closed	-$487K	–	85
2024 Q3	$487K	Sell	9,634 -4,354	-31%	-$220K	0.25%	54
2024 Q2	$709K	Buy	13,988 +2,693	+24%	+$136K	0.39%	43
2024 Q1	$573K	Buy	11,295 +3,839	+51%	+$194K	0.33%	50
2023 Q4	$376K	Buy	7,456 +488	+7%	+$24.7K	0.23%	55
2023 Q3	$354K	Buy	+6,968	New	+$353K	0.23%	53

Other funds holding TFLO

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Shira Ridge Wealth Management's TFLO Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of iShares Treasury Floating Rate Bond ETF (TFLO) in Q4 2024, closing a stake of 9,634 shares — an estimated $487K sold.

Shira Ridge Wealth Management first reported a position in TFLO in Q3 2023 and held it in 5 quarters. The position peaked at $709K in Q2 2024. 409 funds tracked by Wall St. Rank hold TFLO as of Q4 2024.

Shira Ridge Wealth Management reported no remaining iShares Treasury Floating Rate Bond ETF position as of Q4 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 9,634 iShares Treasury Floating Rate Bond ETF shares in Q4 2024, an estimated $487K.
Shira Ridge Wealth Management first reported a position in iShares Treasury Floating Rate Bond ETF in Q3 2023 and held it in 5 quarters.
Shira Ridge Wealth Management's iShares Treasury Floating Rate Bond ETF position peaked at $709K in Q2 2024.
409 funds tracked by Wall St. Rank held iShares Treasury Floating Rate Bond ETF as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.